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PARNASSUS INVESTMENTS, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PARNASSUS INVESTMENTS, LLC on JPM, newest first. How the timeline and the estimate are built.

PARNASSUS INVESTMENTS, LLC held 562,698 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 562,698 shares
    Change vs previous 13F -12,032 shares

    0.49% of the 13F portfolio, value $184,187,936.

    13F-HR 0001172661-26-002908 filed by PARNASSUS INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 574,730 shares
    Change vs previous 13F +73,821 shares

    0.5% of the 13F portfolio, value $169,062,577.

    13F-HR 0001172661-26-001730 filed by PARNASSUS INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 500,909 shares
    Change vs previous 13F -22,749 shares

    0.42% of the 13F portfolio, value $161,402,898.

    13F-HR 0001172661-26-000636 filed by PARNASSUS INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 523,658 shares
    Change vs previous 13F +4,512 shares

    0.38% of the 13F portfolio, value $165,177,443.

    13F-HR 0001172661-25-004416 filed by PARNASSUS INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 519,146 shares
    Change vs previous 13F +145,324 shares

    0.35% of the 13F portfolio, value $150,505,617.

    13F-HR 0001172661-25-002910 filed by PARNASSUS INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 373,822 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $91,698,537.

    13F-HR 0001172661-25-001923 filed by PARNASSUS INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).